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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 851 | 995 | 934 | 1195 | 1362 | 2381 |
Fund Return | -14.85% | -0.51% | -6.55% | 6.12% | 6.37% | 9.06% |
Place in category | 2913 | 3122 | 2292 | 2129 | 1790 | 770 |
% in Category | 49 | 44 | 40 | 49 | 54 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kapital Plus P EUR | 10.19M | -4.78 | 6.19 | 5.64 | ||
Kapital Plus P2 EUR | 5.45M | 4.66 | 2.63 | 3.53 | ||
Kapital Plus I EUR | 88.83M | 4.63 | 2.48 | 3.38 | ||
DE000A2DU1Y2 | 22.27M | - | - | - | ||
Kapital Plus A EUR | 3.13B | 0.40 | -0.25 | 2.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal I | 16.88B | 14.04 | 13.16 | 12.86 | ||
UniGlobal | 16.88B | 10.19 | 13.77 | 11.96 | ||
DWS Vermogensbildungsfonds I LD | 14.06B | 10.21 | 10.70 | 11.52 | ||
DWS Vermogensbildungsfonds I ID | 14.06B | 10.45 | 11.64 | - | ||
UniFavorit: Aktien I | 11.01B | 16.97 | 12.98 | 12.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.39 | 185.04 | +6.94% | |
Microsoft | US5949181045 | 4.06 | 406.04 | +2.06% | |
Amazon.com | US0231351067 | 1.73 | 186.31 | +0.86% | |
J&J | US4781601046 | 1.36 | 148.95 | -0.65% | |
Chevron | US1667641005 | 1.32 | 158.92 | -1.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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